July saw earnings calls from virtually all major spodumene and chemicals  producers Pilbara, Mineral Resources, IGO, Allkem, AMG, Albemarle and Livent which painted a broadly rosy medium and long-term market outlook,  justifying their significant capital investments to grow lithium  supply. We speak to TD Cowen's David Deckelbaum about this quarter's earnings calls and what lies ahead. #lithium #Tesla #electricvehicles  ____________________________________________ Thank you to our sponsors, Lithium Royalty Corp $LIRC &amp; Zelandez. https://www.lithiumroyaltycorp.com  https://www.zelandez.com  ____________________________________________ And thank you to our Patrons for supporting the channel.  If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel ----- DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com Intro and outro audio credit: Jamie Klein

July saw earnings calls from virtually all major spodumene and chemicals  producers Pilbara, Mineral Resources, IGO, Allkem, AMG, Albemarle and Livent which painted a broadly rosy medium and long-term market outlook,  justifying their significant capital investments to grow lithium  supply. We speak to TD Cowen's David Deckelbaum about this quarter's earnings calls and what lies ahead. #lithium #Tesla #electricvehicles  ____________________________________________ Thank you to our sponsors, Lithium Royalty Corp $LIRC &amp; Zelandez. <a href="https://www.lithiumroyaltycorp.com" rel="nofollow" target="_blank">https://www.lithiumroyaltycorp.com</a> <a href="https://www.zelandez.com" rel="nofollow" target="_blank">https://www.zelandez.com</a> ____________________________________________ And thank you to our Patrons for supporting the channel.  If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at <a href="https://www.rkequity.com" rel="nofollow" target="_blank">https://www.rkequity.com</a> and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at <a href="https://www.patreon.com/rockstockchannel" rel="nofollow" target="_blank">https://www.patreon.com/rockstockchannel</a> ----- DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website <a href="https://www.rkequity.com" rel="nofollow" target="_blank">https://www.rkequity.com</a> Intro and outro audio credit: Jamie Klein

Lithium Earnings. Market Wrap-Up Q2 2023

This week we're joined by Bruna Grossl and Harry Fisher of Benchmark Minerals after their excellent note on Indonesian nickel production and its associated ESG considerations (read here: https://source.benchmarkminerals.com/article/opinion-overcoming-mining-waste-issues-will-be-key-to-indonesias-nickel-ambitions) With apparent oversupply looming, how will the market respond? And why has Elon suddenly gone silent on nickel?  Index: 0:00 - 05:39 Introducing Harry and Bruna. Why has Elon stopped talking about nickel?  05:40 - 13:44 Betting on nickel - what can we expect to see in the price and market? 13:45 - 24:28 How dirty is the Indonesian nickel supply? 24:29 - 28:58 The IRA and how it'll affect supply into the US / Canada. 29:59 - 36:37 Market outlook and recent investments in nickel from OEM's #lithium #Tesla #electricvehicles  ____________________________________________ Shout and thank you to our sponsors, Lithium Royalty Corp $LIRC &amp; Zelandez. https://www.lithiumroyaltycorp.com  https://www.zelandez.com  ____________________________________________ And thank you to our Patrons for supporting the channel.  If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel ----- DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com Intro and outro audio credit: Jamie Klein

This week we're joined by Bruna Grossl and Harry Fisher of Benchmark Minerals after their excellent note on Indonesian nickel production and its associated ESG considerations (read here: <a href="https://source.benchmarkminerals.com/article/opinion-overcoming-mining-waste-issues-will-be-key-to-indonesias-nickel-ambitions" rel="nofollow" target="_blank">https://source.benchmarkminerals.com/article/opinion-overcoming-mining-waste-issues-will-be-key-to-indonesias-nickel-ambitions</a>) With apparent oversupply looming, how will the market respond? And why has Elon suddenly gone silent on nickel?  Index: 0:00 - 05:39 Introducing Harry and Bruna. Why has Elon stopped talking about nickel?  05:40 - 13:44 Betting on nickel - what can we expect to see in the price and market? 13:45 - 24:28 How dirty is the Indonesian nickel supply? 24:29 - 28:58 The IRA and how it'll affect supply into the US / Canada. 29:59 - 36:37 Market outlook and recent investments in nickel from OEM's #lithium #Tesla #electricvehicles  ____________________________________________ Shout and thank you to our sponsors, Lithium Royalty Corp $LIRC &amp; Zelandez. <a href="https://www.lithiumroyaltycorp.com" rel="nofollow" target="_blank">https://www.lithiumroyaltycorp.com</a> <a href="https://www.zelandez.com" rel="nofollow" target="_blank">https://www.zelandez.com</a> ____________________________________________ And thank you to our Patrons for supporting the channel.  If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at <a href="https://www.rkequity.com" rel="nofollow" target="_blank">https://www.rkequity.com</a> and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at <a href="https://www.patreon.com/rockstockchannel" rel="nofollow" target="_blank">https://www.patreon.com/rockstockchannel</a> ----- DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website <a href="https://www.rkequity.com" rel="nofollow" target="_blank">https://www.rkequity.com</a> Intro and outro audio credit: Jamie Klein

E75: Indonesia’s Nickel. Opportunity or Dirty Secret?

Howard recently presented at the 15th Lithium Supply &amp; Battery Raw Materials Conference in Las Vegas. Here, he outlines the shifts and flows of the industry that have come to define Lithium 1.0 (2009-2015), Lithium 2.0 (2016-2020) and now, Lithium 3.0.  #lithium #Tesla #electricvehicles  ____________________________________________ Shout and thank you to our sponsors, Lithium Royalty Corp $LIRC &amp; Zelandez. https://www.lithiumroyaltycorp.com  https://www.zelandez.com  ____________________________________________ Thanks to Fastmarkets for preparing this video &amp; having us at the conference. ____________________________________________ And thank you to our Patrons for supporting the channel.  If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel ----- DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com Intro and outro audio credit: Jamie Klein

Howard recently presented at the 15th Lithium Supply &amp; Battery Raw Materials Conference in Las Vegas. Here, he outlines the shifts and flows of the industry that have come to define Lithium 1.0 (2009-2015), Lithium 2.0 (2016-2020) and now, Lithium 3.0.  #lithium #Tesla #electricvehicles  ____________________________________________ Shout and thank you to our sponsors, Lithium Royalty Corp $LIRC &amp; Zelandez. <a href="https://www.lithiumroyaltycorp.com" rel="nofollow" target="_blank">https://www.lithiumroyaltycorp.com</a> <a href="https://www.zelandez.com" rel="nofollow" target="_blank">https://www.zelandez.com</a> ____________________________________________ Thanks to Fastmarkets for preparing this video &amp; having us at the conference. ____________________________________________ And thank you to our Patrons for supporting the channel.  If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at <a href="https://www.rkequity.com" rel="nofollow" target="_blank">https://www.rkequity.com</a> and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at <a href="https://www.patreon.com/rockstockchannel" rel="nofollow" target="_blank">https://www.patreon.com/rockstockchannel</a> ----- DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website <a href="https://www.rkequity.com" rel="nofollow" target="_blank">https://www.rkequity.com</a> Intro and outro audio credit: Jamie Klein

Taking Stock: My Life. Narrating 15 Years of Lithium Bull.

In this July 4th Independence Day special, we gathered four of the most prominent independent thinkers in lithium for a wide-ranging discussion of all things industry. Featuring Rodney Hooper, Daniel Jiminez, Joe Lowry, Ron Mitchell &amp; Ernie Ortiz, moderated by Howard Klein.   Index: 0:00 - 07:43 Introduction   07:44 - 17:41 Key Takeaways from the Fastmarkets Conference: ESS, Supply Concerns &amp; General Optimism 17:42  - 22:43  Scoreboards, the Structural Deficit &amp; Lithium Royalties. 22:44 - 35:12 Australian Rock, Brine and M&amp;A. DLE Brines &amp; Galan. 35:13 - 49:11  Bolivia and Africa. Geo-political considerations within our sector.  49:12 - 1:10:30 Could SQM significantly increase production if the political backdrop enabled it? Unpacking arguments by the lithium bears. Lepidolite.  1:10:31 - 1:22:54 Quality of spodumene, DMS and ESG considerations. Advantages of Australia (why hasn't SQM/ ALB put in a bid for Sigma?)   1:22:55 - What do you think is going to happen to price in the next 3, 6, 12 months? Concluding words.   #lithium #Tesla #electricvehicles  _________________________________________________ Thank you to our Patrons for supporting the channel.  Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel ----- DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com Intro and outro audio credit: Jamie Klein

In this July 4th Independence Day special, we gathered four of the most prominent independent thinkers in lithium for a wide-ranging discussion of all things industry. Featuring Rodney Hooper, Daniel Jiminez, Joe Lowry, Ron Mitchell &amp; Ernie Ortiz, moderated by Howard Klein. Index: 0:00 - 07:43 Introduction   07:44 - 17:41 Key Takeaways from the Fastmarkets Conference: ESS, Supply Concerns &amp; General Optimism 17:42  - 22:43  Scoreboards, the Structural Deficit &amp; Lithium Royalties. 22:44 - 35:12 Australian Rock, Brine and M&amp;A. DLE Brines &amp; Galan. 35:13 - 49:11  Bolivia and Africa. Geo-political considerations within our sector.  49:12 - 1:10:30 Could SQM significantly increase production if the political backdrop enabled it? Unpacking arguments by the lithium bears. Lepidolite.  1:10:31 - 1:22:54 Quality of spodumene, DMS and ESG considerations. Advantages of Australia (why hasn't SQM/ ALB put in a bid for Sigma?)   1:22:55 - What do you think is going to happen to price in the next 3, 6, 12 months? Concluding words.   #lithium #Tesla #electricvehicles  _________________________________________________ Thank you to our Patrons for supporting the channel.  Register your email at <a href="https://www.rkequity.com" rel="nofollow" target="_blank">https://www.rkequity.com</a> and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at <a href="https://www.patreon.com/rockstockchannel" rel="nofollow" target="_blank">https://www.patreon.com/rockstockchannel</a> ----- DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website <a href="https://www.rkequity.com" rel="nofollow" target="_blank">https://www.rkequity.com</a> Intro and outro audio credit: Jamie Klein

Declaration of (Lithium) Independents

Rodney presented at the 121 Mining Conference in early May, where he delivered "good news" &amp; substantial insight into the present lithium market. Index: 0:00 - 3:34 Introduction &amp; Summary 3:35 - 06:08 Battery Grade Demand 06:09 - 12:24 Trends that support the Structural Deficit Thesis 12:25 - 16:52 BESS Cell &amp; System Production GrowthQ 16:53 - 18:38 The Economics of Lithium 18:39 - 20:51 Concluding Words #lithium #Tesla #electricvehicles _________________________________________________ Hear Winsome Resources Managing Director Chris Evans provide the next investor update next Tuesday 13 June @ 8.30am AWST. Sign up: https://my.demio.com/ref/RgoNzH6oefNmQ3Tc _________________________________________________ Thank you to Zelandez for sponsoring this video. ** Visit Zelandez.com for lithium brine services ** And thank you to our Patrons for supporting the channel. If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel ----- DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website www.rkequity.com Intro and outro audio credit: Jamie Klein

Rodney presented at the 121 Mining Conference in early May, where he delivered "good news" &amp; substantial insight into the present lithium market. Index: 0:00 - 3:34 Introduction &amp; Summary 3:35 - 06:08 Battery Grade Demand 06:09 - 12:24 Trends that support the Structural Deficit Thesis 12:25 - 16:52 BESS Cell &amp; System Production GrowthQ 16:53 - 18:38 The Economics of Lithium 18:39 - 20:51 Concluding Words #lithium #Tesla #electricvehicles _________________________________________________ Hear Winsome Resources Managing Director Chris Evans provide the next investor update next Tuesday 13 June @ 8.30am AWST. Sign up: <a href="https://my.demio.com/ref/RgoNzH6oefNmQ3Tc" rel="nofollow" target="_blank">https://my.demio.com/ref/RgoNzH6oefNmQ3Tc</a> _________________________________________________ Thank you to Zelandez for sponsoring this video. ** Visit <a href="http://Zelandez.com" rel="nofollow" target="_blank">Zelandez.com</a> for lithium brine services ** And thank you to our Patrons for supporting the channel. If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at <a href="http://www.rkequity.com" rel="nofollow" target="_blank">www.rkequity.com</a> and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at <a href="http://www.patreon.com/rockstockchannel" rel="nofollow" target="_blank">www.patreon.com/rockstockchannel</a> ----- DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website <a href="http://www.rkequity.com" rel="nofollow" target="_blank">www.rkequity.com</a> Intro and outro audio credit: Jamie Klein

Why There’s STILL a Lithium Shortage

"Only five people know how to run a spodumene mine. And you've got one of them." Neil Herbert, Chairman of Atlantic Lithium, recalls these words from a recent conference about new CEO, Keith Muller, joining the company.  Tune in for an in-depth discussion with Keith &amp; Neil following the publication of Rodney's latest research note. Hear more about Atlantic's progress on the Ewoyaa project with partner Piedmont Lithium &amp; what could lie ahead in their upcoming DFS... Index: 0:00 -  03:43 Introducing Atlantic &amp; its projects. "Your valuation is very low... We want to hear what you're hearing." 03:44 - 13:49 Thoughts from Rodney Hooper's recent research note and introducing new CEO Keith Muller. Evaluating a Ghana-based lithium project??  13:49 - 18:32 Community engagement &amp; mining capex. 18:33 - 21:27 "What are your thoughts around where to find a partner in terms of how would garnered material be treated under the IRA in the US?" 21:27 - 24:08 Any feedback / queries on mining license application &amp; expected timeline?  24:09 - 27:36 Atlantic's relations with Ghanaian government.  Sufficient downstream demand with offtake partners? DFS expectations.  27:37 - 32:36 Closing words - "Atlantic's a great name." #lithium #Tesla #electricvehicles  Thank you to Zelandez for sponsoring this video.  ** Visit Zelandez.com for lithium brine services ** And thank you to our Patrons for supporting the channel.  If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel ----- DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website www.rkequity.com Intro and outro audio credit: Jamie Klein

"Only five people know how to run a spodumene mine. And you've got one of them." Neil Herbert, Chairman of Atlantic Lithium, recalls these words from a recent conference about new CEO, Keith Muller, joining the company.  Tune in for an in-depth discussion with Keith &amp; Neil following the publication of Rodney's latest research note. Hear more about Atlantic's progress on the Ewoyaa project with partner Piedmont Lithium &amp; what could lie ahead in their upcoming DFS... Index: 0:00 -  03:43 Introducing Atlantic &amp; its projects. "Your valuation is very low... We want to hear what you're hearing." 03:44 - 13:49 Thoughts from Rodney Hooper's recent research note and introducing new CEO Keith Muller. Evaluating a Ghana-based lithium project??  13:49 - 18:32 Community engagement &amp; mining capex. 18:33 - 21:27 "What are your thoughts around where to find a partner in terms of how would garnered material be treated under the IRA in the US?" 21:27 - 24:08 Any feedback / queries on mining license application &amp; expected timeline?  24:09 - 27:36 Atlantic's relations with Ghanaian government.  Sufficient downstream demand with offtake partners? DFS expectations.  27:37 - 32:36 Closing words - "Atlantic's a great name." #lithium #Tesla #electricvehicles  Thank you to Zelandez for sponsoring this video.  ** Visit <a href="http://Zelandez.com" rel="nofollow" target="_blank">Zelandez.com</a> for lithium brine services ** And thank you to our Patrons for supporting the channel.  If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at <a href="http://www.rkequity.com" rel="nofollow" target="_blank">www.rkequity.com</a> and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at <a href="http://www.patreon.com/rockstockchannel" rel="nofollow" target="_blank">www.patreon.com/rockstockchannel</a> ----- DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website <a href="http://www.rkequity.com" rel="nofollow" target="_blank">www.rkequity.com</a> Intro and outro audio credit: Jamie Klein

E74: USA for Africa for Tennessee - Atlantic Lithium

This remastered extract from our most recent Twitter spaces focuses on the recent $10.6bn Livent / Allkem merger - unpacking what it means for investors, the 'mistakes' which preceded it, and what value it promises for the quarters ahead.  #lithium #Tesla #electricvehicles  *THANK YOU to everyone who joined us at Canada Rocks, and to our Patrons for supporting the channel.* If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel ----- DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website www.rkequity.com Intro and outro audio credit: Jamie Klein

This remastered extract from our most recent Twitter spaces focuses on the recent $10.6bn Livent / Allkem merger - unpacking what it means for investors, the 'mistakes' which preceded it, and what value it promises for the quarters ahead.  #lithium #Tesla #electricvehicles  *THANK YOU to everyone who joined us at Canada Rocks, and to our Patrons for supporting the channel.* If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at <a href="http://www.rkequity.com" rel="nofollow" target="_blank">www.rkequity.com</a> and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at <a href="http://www.patreon.com/rockstockchannel" rel="nofollow" target="_blank">www.patreon.com/rockstockchannel</a> ----- DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website <a href="http://www.rkequity.com" rel="nofollow" target="_blank">www.rkequity.com</a> Intro and outro audio credit: Jamie Klein

Livent and Allkem’s $10.6bn lithium merger

On May 9th, Howard Klein gave a solid overview of the lithium space at the SME's 8th Trends in Mining Conference: What questions should a new investor be asking? What trends can we expect to see over the coming quarters? M&amp;A Prospects? #lithium #Tesla #electricvehicles  **THANK YOU to everyone who joined us at Canada Rocks, and to our Patrons for supporting the channel.** If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel ----- DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website www.rkequity.com Intro and outro audio credit: Jamie Klein

On May 9th, Howard Klein gave a solid overview of the lithium space at the SME's 8th Trends in Mining Conference: What questions should a new investor be asking? What trends can we expect to see over the coming quarters? M&amp;A Prospects? #lithium #Tesla #electricvehicles  **THANK YOU to everyone who joined us at Canada Rocks, and to our Patrons for supporting the channel.** If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at <a href="http://www.rkequity.com" rel="nofollow" target="_blank">www.rkequity.com</a> and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at <a href="http://www.patreon.com/rockstockchannel" rel="nofollow" target="_blank">www.patreon.com/rockstockchannel</a> ----- DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website <a href="http://www.rkequity.com" rel="nofollow" target="_blank">www.rkequity.com</a> Intro and outro audio credit: Jamie Klein

Lithium (RUSH) 3.0 at SME’s 8th Trends in Mining Conference

Iola Hughes of Rho Motion sheds light on the fastest-growing battery market... that hardly anyone talks about. In this deep dive into stationary storage, EV batteries &amp; charging, Howard, Rodney and Iola address why the hypergrowth of ESS is inevitable. #lithium #Tesla #electricvehicles  **THANK YOU to everyone who joined us at Canada Rocks, and to our Patrons for supporting the channel.** If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel ----- DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website www.rkequity.com Intro and outro audio credit: Jamie Klein

Iola Hughes of Rho Motion sheds light on the fastest-growing battery market... that hardly anyone talks about. In this deep dive into stationary storage, EV batteries &amp; charging, Howard, Rodney and Iola address why the hypergrowth of ESS is inevitable. #lithium #Tesla #electricvehicles  **THANK YOU to everyone who joined us at Canada Rocks, and to our Patrons for supporting the channel.** If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at <a href="http://www.rkequity.com" rel="nofollow" target="_blank">www.rkequity.com</a> and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at <a href="http://www.patreon.com/rockstockchannel" rel="nofollow" target="_blank">www.patreon.com/rockstockchannel</a> ----- DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website <a href="http://www.rkequity.com" rel="nofollow" target="_blank">www.rkequity.com</a> Intro and outro audio credit: Jamie Klein

E73: ESS Hypergrowth in Rho Motion

A week ago, we hosted Winsome Resources for our very first Patreon-exclusive webinar. Only a few days' later, Winsome's stock has rallied aggressively: rising nearly 32% in 5 days.  Watch as Chairman Stephen Biggins (Founder at Core Lithium) and CEO Chris Evans unpack the  case for Winsome Resources' value. Index: 0:00 - 03:32 Introducing Winsome Resources 03:33 - 06:41 Chairman Stephen Biggins' thoughts on spodumene supply and the market 06:42 - 11:19 Core's offtake agreements with Tesla's suppliers - thoughts on pricing 11:20 - 14:56 Winsome's appeal: The Core Case 14:57 - 22:44 Power Metals and Permitting challenges in WA vs Canada 22:45 - 39:28 The Canada Rocks Thematic: Winsome's thoughts and role 39:28 - 45:30 Quickness to market and closing words  #lithium #Tesla #electricvehicles  **THANK YOU to everyone who joined us at Canada Rocks, and to our Patrons for supporting the channel.** If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel ----- DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website www.rkequity.com Intro and outro audio credit: Jamie Klein

A week ago, we hosted Winsome Resources for our very first Patreon-exclusive webinar. Only a few days' later, Winsome's stock has rallied aggressively: rising nearly 32% in 5 days.  Watch as Chairman Stephen Biggins (Founder at Core Lithium) and CEO Chris Evans unpack the  case for Winsome Resources' value. Index: 0:00 - 03:32 Introducing Winsome Resources 03:33 - 06:41 Chairman Stephen Biggins' thoughts on spodumene supply and the market 06:42 - 11:19 Core's offtake agreements with Tesla's suppliers - thoughts on pricing 11:20 - 14:56 Winsome's appeal: The Core Case 14:57 - 22:44 Power Metals and Permitting challenges in WA vs Canada 22:45 - 39:28 The Canada Rocks Thematic: Winsome's thoughts and role 39:28 - 45:30 Quickness to market and closing words #lithium #Tesla #electricvehicles  **THANK YOU to everyone who joined us at Canada Rocks, and to our Patrons for supporting the channel.** If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at <a href="http://www.rkequity.com" rel="nofollow" target="_blank">www.rkequity.com</a> and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at <a href="http://www.patreon.com/rockstockchannel" rel="nofollow" target="_blank">www.patreon.com/rockstockchannel</a> ----- DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website <a href="http://www.rkequity.com" rel="nofollow" target="_blank">www.rkequity.com</a> Intro and outro audio credit: Jamie Klein

Winsome Resources: Core Lithium Values

Lithium-ion Rocks!™ is a vibrant and engaging look at the mining and chemical industry supplying the lithium-ion battery-fuelled disruption of the Transportation and Utility industries.

Lithium-ion Rocks!

Roger Atkins

One of LinkedIns most influential voices about Electric Vehicles, Roger Atkins has amassed nearly 300,000 followers over 15 years immersed in the accelerating disruption of the passenger vehicle market and all other forms of e-mobility. "From Electric Guitars to Electric Cars," this accomplished solo musician shares a lot in common with one Lithium-ion Rocks co-host including Southern American blues influences to Robert Plant and Mick Jagger. A chance breakfast encounter at Hotel California with Simon Moores at the Benchmark Minerals Cathodes conference planted the seed for this episode. Roger shares his astonishment that the automobile companies he watches pour billions into unproven autonomous technology ventures for the distant future,, but leave themselves “hostile to fortune” in a few years because they have not secured adequate critical mineral lithium supply. Lithium-ion Rocks also previews E24 with The BOSS #KeithPhillips of Nasdaq and ASX-listed #PiedmontLithium following their major milestone federal 404 permit for mine and concentrator. Podcast Index 0-3:15 Introduction of Roger Atkins &amp; His Background 3:15-25 - Q&amp;A with "Great Question" Rodney Hooper &amp; Howard Klein PHEV vs. BEV debate? Will PHEVs be the dominant EV or will BEVs like Tesla be more popular? Sustainability? Climate Consciousness? How important is the battery supply chain carbon footprint to EV buyers in Europe? What is his sense about Europeans willingness to buy an EV if it costs more than ICE? Will they pay a premium to "do the right thing?" How important are EV buyer subsidies? Do OEMs recognize their "hostage to fortune" upstream lithium materials vulnerabilities? Will 2020 be the first year we see Tesla, Volkswagen or other auto OEMs allocate $1-2B checks not just to distant autonomous vehicle venture dreams, but to direct investments in mining and chemical production to address imminent hydroxide shortages? Which countries, projects are best placed to attract such investment/partnerships? 25-45 Interview with Keith Phillips of Piedmont Lithium Keith reflects on his 30 months since becoming The BOSS when Piedmont had only 500 acres and 19 drill holes, and, following a major milestone 404 permit for its mine and concentrator, discuss the path over the next 12 months to definitive feasibility study and full funding/final investment decision toward first battery quality lithium hydroxide production by 2023. Piedmont is listed on #ASX and #Nasdaq, ticker #PLL The company has no debt and a market cap of USD 60M. 100% of its production is available as off-take to prospective customers/partners/investors. PLL in July raised AUD21 M at 14.5 cents with large institutions adding a new 9% blue--chip investor, Fidelity International alongside Australia's largest institutional investor AusSuper Annuation, following their rights to maintain a 13% stake. PLL trades today at 11 cents, despite its lightning speed project advancement/permitting. Growing Up. Pink Cadillac. She's the One Santa Claus is Coming to Town The BOSS — If you like Lithium-ion Rocks podcast and all other Howard Klein and Rodney Hoopers please consider contributing to our Tip Jar! www.patreon.com/lithiumionrocks Not investment advice. Do Your Own Research.

One of LinkedIns most influential voices about Electric Vehicles, Roger Atkins has amassed nearly 300,000 followers over 15 years immersed in the accelerating disruption of the passenger vehicle market and all other forms of e-mobility. "From Electric Guitars to Electric Cars," this accomplished solo musician shares a lot in common with one Lithium-ion Rocks co-host including Southern American blues influences to Robert Plant and Mick Jagger. A chance breakfast encounter at Hotel California with Simon Moores at the Benchmark Minerals Cathodes conference planted the seed for this episode. Roger shares his astonishment that the automobile companies he watches pour billions into unproven autonomous technology ventures for the distant future,, but leave themselves “hostile to fortune” in a few years because they have not secured adequate critical mineral lithium supply. Lithium-ion Rocks also previews E24 with The BOSS <a href="https://soundcloud.com/tags/KeithPhillips" rel="nofollow" target="_blank">#KeithPhillips</a> of Nasdaq and ASX-listed <a href="https://soundcloud.com/tags/PiedmontLithium" rel="nofollow" target="_blank">#PiedmontLithium</a> following their major milestone federal 404 permit for mine and concentrator. Podcast Index 0-3:15 Introduction of Roger Atkins &amp; His Background 3:15-25 - Q&amp;A with "Great Question" Rodney Hooper &amp; Howard Klein PHEV vs. BEV debate? Will PHEVs be the dominant EV or will BEVs like Tesla be more popular? Sustainability? Climate Consciousness? How important is the battery supply chain carbon footprint to EV buyers in Europe? What is his sense about Europeans willingness to buy an EV if it costs more than ICE? Will they pay a premium to "do the right thing?" How important are EV buyer subsidies? Do OEMs recognize their "hostage to fortune" upstream lithium materials vulnerabilities? Will 2020 be the first year we see Tesla, Volkswagen or other auto OEMs allocate $1-2B checks not just to distant autonomous vehicle venture dreams, but to direct investments in mining and chemical production to address imminent hydroxide shortages? Which countries, projects are best placed to attract such investment/partnerships? 25-45 Interview with Keith Phillips of Piedmont Lithium Keith reflects on his 30 months since becoming The BOSS when Piedmont had only 500 acres and 19 drill holes, and, following a major milestone 404 permit for its mine and concentrator, discuss the path over the next 12 months to definitive feasibility study and full funding/final investment decision toward first battery quality lithium hydroxide production by 2023. Piedmont is listed on <a href="https://soundcloud.com/tags/ASX" rel="nofollow" target="_blank">#ASX</a> and <a href="https://soundcloud.com/tags/Nasdaq" rel="nofollow" target="_blank">#Nasdaq</a>, ticker <a href="https://soundcloud.com/tags/PLL" rel="nofollow" target="_blank">#PLL</a> The company has no debt and a market cap of USD 60M. 100% of its production is available as off-take to prospective customers/partners/investors. PLL in July raised AUD21 M at 14.5 cents with large institutions adding a new 9% blue--chip investor, Fidelity International alongside Australia's largest institutional investor AusSuper Annuation, following their rights to maintain a 13% stake. PLL trades today at 11 cents, despite its lightning speed project advancement/permitting. Growing Up. Pink Cadillac. She's the One Santa Claus is Coming to Town The BOSS — If you like Lithium-ion Rocks podcast and all other Howard Klein and Rodney Hoopers please consider contributing to our Tip Jar! <a href="https://gate.sc/?url=http%3A%2F%2Fwww.patreon.com%2Flithiumionrocks&amp;token=36cb1c-1-1575927247078" rel="nofollow" target="_blank">www.patreon.com/lithiumionrocks</a> Not investment advice. Do Your Own Research.

E23: A Change is Gonna Come - Roger Atkins, EV Outlook

The tenure of Lithium-ion Rocks' co-host Howard Klein’s four day London visit for LME Week remained relatively bearish lithium and broader resource market as tariffs inflicted on aluminum and steel have had a real impact and ongoing trade war, slowing China GDP, negative EU yields, Brexit and impeachment narrative overhangs are all weighing on sentiment. And yet, kernels of optimism from cash flow machine Rio Tinto CEO J-S Jacques as 60%+ iron ore EBITDA margins and reduced gearing enables a vision built on decade of discipline and peering into a future challenged by complex geopolitics, disruptive technology and broader environment/societal considerations. SUSTAINABILITY. The LME's announced advisory committee for lithium price - including Tesla, Jaguar, BASF, Tianqi and Albemarle - revived "The Clash" among price reporting agencies and other forecasters. Bloomberg NEF's Sophie Lu and James Frith join Rodney and Howard with their bullish views on nickel-based cathode chemistries. "We see battery grade hydroxide that reach the specs needed to be very tight, even in the short term.... Around 40% of battery grade capacity are being developed not by Tier One producers...Any one project not fulfilling the time lines could result in short-term deficit..." Podcast Index 0- 12 - Takeaways &amp; Excerpts from LME Week Battery Materials Presenters 12-21 - Rio Tinto Key Note Speech Excerpts 21-47 - Interview with BNEF's Sophie Lu and James Frith

The tenure of Lithium-ion Rocks' co-host Howard Klein’s four day London visit for LME Week remained relatively bearish lithium and broader resource market as tariffs inflicted on aluminum and steel have had a real impact and ongoing trade war, slowing China GDP, negative EU yields, Brexit and impeachment narrative overhangs are all weighing on sentiment. And yet, kernels of optimism from cash flow machine Rio Tinto CEO J-S Jacques as 60%+ iron ore EBITDA margins and reduced gearing enables a vision built on decade of discipline and peering into a future challenged by complex geopolitics, disruptive technology and broader environment/societal considerations. SUSTAINABILITY. The LME's announced advisory committee for lithium price - including Tesla, Jaguar, BASF, Tianqi and Albemarle - revived "The Clash" among price reporting agencies and other forecasters. Bloomberg NEF's Sophie Lu and James Frith join Rodney and Howard with their bullish views on nickel-based cathode chemistries. "We see battery grade hydroxide that reach the specs needed to be very tight, even in the short term.... Around 40% of battery grade capacity are being developed not by Tier One producers...Any one project not fulfilling the time lines could result in short-term deficit..." Podcast Index 0- 12 - Takeaways &amp; Excerpts from LME Week Battery Materials Presenters 12-21 - Rio Tinto Key Note Speech Excerpts 21-47 - Interview with BNEF's Sophie Lu and James Frith

E22 - The Clash. Werewolves of L(ondon)ME Week Calling. BNEF, Rio & More!

As @RodneyHooper13 and @LithiumIonBull return after a five-week break to begin @LithiumIonRockssecond season, a redux of late 2018 Velocitility has again returned to global and global emerging markets. Despite a strongly upbeat hydroxide demand outlook articulated in Livent’s Q2 conference call and supply restraint at Albemarle, lithium equities have staged only fleeting bear market short squeeze rallies. Political instability in usual (Argentina) and unusual (Hong Kong) places, negative bond yields, Brexit/EU stagnation and Trade War “chicken” with China continue to weigh on short-term sentiment. Gold is hot and goldbugs globally are giddy. Canaccord Genuity’s Reg Spencer and Fastmarkets’ Will Adams discuss with Rodney and Howard their views of the current state of play with lithium supply/demand, prices, the outlook for ASX shares Alita ($A40), Altura ($AJM), Pilbara ($PLS) Orocobre ($ORE) and two of Canaccord’s top junior picks that continue to outperform, Piedmont Lithium ($PLL) and Lithium Power International ($LPI). We also comment on Ganfeng's ($1772) surprise “No” vote from its Hong Kong shareholders and what this could mean to its $450M capital raising plans and its multiple junior miner partners. PLUS! SOMETHING NEW! LithiumIonRocks has joined Patreon to enable all our listeners the opportunity to contribute to our continued production of #LithiumEquityIntelligence www.patreon.com/lithiumionrocks Monthly Tiers: $1 Tier - Brine $10 Tier - Hard Rock $20 Tier - Jane &amp; George Battery Pack $50 Tier - Unicorn in Green Fields $100 Tier - LithiumIonBull EXCLUSIVE SNEAK PREVIEW for all Patreon members that join the $10 Tier or above! Rodney and I recorded commentary on Livent and Albemarle conference calls which will be published as part of upcoming next episode following SQM’s Q2 conference all later this week. Meantime, inspired by an epic stadium show by the Rolling Stones No Filter tour… Enjoy E19: S2 Premiere! Emotional Rescue. Let it Bleed Podcast Index 0:00-4:43: Introduction 4:44-15:30: Fastmarkets’ Will Adams price round up: 15:31-39:20: Sydney-based Canaccord Genuity analyst Reg Spencer discusses the current market conditions and his coverage of AJM, PLS, ORE, LPI &amp; PLL 39:21-49:00: Howard &amp; Rodney commentary on Alita and Ganfeng 49:01-end Disclaimer Not Investment Advice. Do Your Own Research.

As @<a href="https://soundcloud.com/RodneyHooper13" rel="nofollow" target="_blank">RodneyHooper13</a> and @<a href="https://soundcloud.com/LithiumIonBull" rel="nofollow" target="_blank">LithiumIonBull</a> return after a five-week break to begin @<a href="https://soundcloud.com/LithiumIonRocks" rel="nofollow" target="_blank">LithiumIonRocks</a>second season, a redux of late 2018 Velocitility has again returned to global and global emerging markets. Despite a strongly upbeat hydroxide demand outlook articulated in Livent’s Q2 conference call and supply restraint at Albemarle, lithium equities have staged only fleeting bear market short squeeze rallies. Political instability in usual (Argentina) and unusual (Hong Kong) places, negative bond yields, Brexit/EU stagnation and Trade War “chicken” with China continue to weigh on short-term sentiment. Gold is hot and goldbugs globally are giddy. Canaccord Genuity’s Reg Spencer and Fastmarkets’ Will Adams discuss with Rodney and Howard their views of the current state of play with lithium supply/demand, prices, the outlook for ASX shares Alita ($A40), Altura ($AJM), Pilbara ($PLS) Orocobre ($ORE) and two of Canaccord’s top junior picks that continue to outperform, Piedmont Lithium ($PLL) and Lithium Power International ($LPI). We also comment on Ganfeng's ($1772) surprise “No” vote from its Hong Kong shareholders and what this could mean to its $450M capital raising plans and its multiple junior miner partners. PLUS! SOMETHING NEW! LithiumIonRocks has joined Patreon to enable all our listeners the opportunity to contribute to our continued production of <a href="https://soundcloud.com/tags/LithiumEquityIntelligence" rel="nofollow" target="_blank">#LithiumEquityIntelligence</a> <a href="https://gate.sc/?url=https%3A%2F%2Fwww.patreon.com%2Flithiumionrocks&amp;token=eb0763-1-1567961337788" rel="nofollow" target="_blank">www.patreon.com/lithiumionrocks</a> Monthly Tiers: $1 Tier - Brine $10 Tier - Hard Rock $20 Tier - Jane &amp; George Battery Pack $50 Tier - Unicorn in Green Fields $100 Tier - LithiumIonBull EXCLUSIVE SNEAK PREVIEW for all Patreon members that join the $10 Tier or above! Rodney and I recorded commentary on Livent and Albemarle conference calls which will be published as part of upcoming next episode following SQM’s Q2 conference all later this week. Meantime, inspired by an epic stadium show by the Rolling Stones No Filter tour… Enjoy E19: S2 Premiere! Emotional Rescue. Let it Bleed Podcast Index 0:00-4:43: Introduction 4:44-15:30: Fastmarkets’ Will Adams price round up: 15:31-39:20: Sydney-based Canaccord Genuity analyst Reg Spencer discusses the current market conditions and his coverage of AJM, PLS, ORE, LPI &amp; PLL 39:21-49:00: Howard &amp; Rodney commentary on Alita and Ganfeng 49:01-end Disclaimer Not Investment Advice. Do Your Own Research.

S2 Premiere! Emotional Rescue. Let it Bleed

SIGNIFICANT LITHIUM PRICE DOWNSIDE RISK. THE LONG-TERM PAIN OF NEW SUPPLY. SQM TO DEFINE GLOBAL LITHIUM PRICES. WHAT IS THE SWEET SPOT? LEAVING ARGENTINA. DECLINE OF LI PRICES IS JUST BEGINNING. Lithium equities have fallen precipitously since late February 2018 as these and similar headlines entered the public domain from a global team of research analysts at Morgan Stanley which has amongst the most extensive breadth of coverage across the EV supply chain - from mining/chemical to cathode to battery to Autos. Is the bear lithium price thesis underpinning their call correct? Or have they been “right for the wrong reasons” so far? In Season 2 Episode 2, Rodney Hooper and Howard Klein interview Morgan Stanley’s Javier Martinez de Olcoz Cerdan who covers SQM, one of the largest, lowest cost lithium suppliers and has articulated aggressive supply expansion from their world class Salar da Atacama project. Howard connected with Javier in March 2016 following SQM's 50% equity stake in Lithium America’s Cauchari-Olaroz in Argentina, an investment he looked at skeptically at the time as a ploy as SQM re-negotiated its Atacama concession with CORFO. Anyone invested in lithium shares interested in preserving their capital should have listened to Javier and the Morgan Stanley team, if not in February 2018 when they made their initial call, then perhaps in August that year, when their call on SQM exiting Argentina proved correct. As Summer Time Blues have come and gone, will the Blood, Sweat &amp; Tears continue into year-end? Please enjoy Part One of Lithium-ion Rocks! 20th episode, inspired by the 50th anniversary of the legendary Woodstock concert, With a Little Help From our Friend of the Devil, Santana Martinez, who saw early and told the world about a lithium Bad Moon Rising, And please also visit the Lithium-ion Rocks “tip jar”: www.patreon.com/lithiumionrocks Podcast Index: 0:00 - 4:20 - Introduction 4:21 - 10:40 - Javier background and the Morgan Stanley team 10:41-17:53 - Javier discusses lithium as a commodity and the importance of supply 17:54 - 30:30 - Discussion on SQM and technology 30:31-36:00 - Will new projects come into production with prices below $10k/t? 36:01 - 44:45 - SQM product mix Q2 and the future, gaining market share 44:46 - 51:20 - Global lithium markets, basis and arbitrage 51:21 – end Disclaimer Not Investment Advice. Do Your Own Research For important disclosures, please see the Morgan Stanley Research Disclosure Website at www.morganstanley.com/researchdisclosures

SIGNIFICANT LITHIUM PRICE DOWNSIDE RISK. THE LONG-TERM PAIN OF NEW SUPPLY. SQM TO DEFINE GLOBAL LITHIUM PRICES. WHAT IS THE SWEET SPOT? LEAVING ARGENTINA. DECLINE OF LI PRICES IS JUST BEGINNING. Lithium equities have fallen precipitously since late February 2018 as these and similar headlines entered the public domain from a global team of research analysts at Morgan Stanley which has amongst the most extensive breadth of coverage across the EV supply chain - from mining/chemical to cathode to battery to Autos. Is the bear lithium price thesis underpinning their call correct? Or have they been “right for the wrong reasons” so far? In Season 2 Episode 2, Rodney Hooper and Howard Klein interview Morgan Stanley’s Javier Martinez de Olcoz Cerdan who covers SQM, one of the largest, lowest cost lithium suppliers and has articulated aggressive supply expansion from their world class Salar da Atacama project. Howard connected with Javier in March 2016 following SQM's 50% equity stake in Lithium America’s Cauchari-Olaroz in Argentina, an investment he looked at skeptically at the time as a ploy as SQM re-negotiated its Atacama concession with CORFO. Anyone invested in lithium shares interested in preserving their capital should have listened to Javier and the Morgan Stanley team, if not in February 2018 when they made their initial call, then perhaps in August that year, when their call on SQM exiting Argentina proved correct. As Summer Time Blues have come and gone, will the Blood, Sweat &amp; Tears continue into year-end? Please enjoy Part One of Lithium-ion Rocks! 20th episode, inspired by the 50th anniversary of the legendary Woodstock concert, With a Little Help From our Friend of the Devil, Santana Martinez, who saw early and told the world about a lithium Bad Moon Rising, And please also visit the Lithium-ion Rocks “tip jar”: <a href="https://gate.sc/?url=http%3A%2F%2Fwww.patreon.com%2Flithiumionrocks&amp;token=3525d1-1-1568294676144" rel="nofollow" target="_blank">www.patreon.com/lithiumionrocks</a> Podcast Index: 0:00 - 4:20 - Introduction 4:21 - 10:40 - Javier background and the Morgan Stanley team 10:41-17:53 - Javier discusses lithium as a commodity and the importance of supply 17:54 - 30:30 - Discussion on SQM and technology 30:31-36:00 - Will new projects come into production with prices below $10k/t? 36:01 - 44:45 - SQM product mix Q2 and the future, gaining market share 44:46 - 51:20 - Global lithium markets, basis and arbitrage 51:21 – end Disclaimer Not Investment Advice. Do Your Own Research For important disclosures, please see the Morgan Stanley Research Disclosure Website at <a href="https://gate.sc/?url=http%3A%2F%2Fwww.morganstanley.com%2Fresearchdisclosures&amp;token=6bfe20-1-1568294676144" rel="nofollow" target="_blank">www.morganstanley.com/researchdisclosures</a>

E20 Woodstock. Lithiumstock @MorganStanley - Part One

Is 2020 Finally Going to Be the Year for Lithium? As the Roaring 20’s Lithium 3.0 begins, so too the need for 2030 Vision: * ~2Mt LCE, 1.7m new tons * 6X 2019 production * 17 new Wodginas * 68 25kta new processing plants! It takes 4-5 years and USD500M-1B+ to build, or buy &amp; build, 50% of Kidman's Mt Holland or 100% of Piedmont Lithium - 20+ year mine life, 20-25kta sustainable, world class qualified integrated project to supply ~500,000 EVs from one new and expanded USA battery plants at LG Chem, SK Innovation, Tesla and Volvo. With 2030 Vision, USA can lead North America to 400,000 tons annual production, or 20% of 2M global LCE, or 33%+ of the EV OEM-qualified market. Where from those 400,000 tons? As China refrains from further withdrawing subsidies prematurely, Tesla is once again THE story, and Europe is the New China with talk about a possible Carbon Border Tax, Sustainability is the buzzword on everyone's lips globally. It may take 60 years to reach the first million tons of demand (~2025), but we expect the next million to take around six years (~2031). New assets will be needed and an "all of the above" lithium investment strategy required - conventional rock, brine, direct lithium extraction and clay/softrock. Tune in to hear special guest Gerrit Fuelling join LithiumIonRocks co-hosts Rodney Hooper and Howard Klein recap Lithium 2.0 with 2020 Hindsight &amp; look forward with 2030 Vision. And discuss which companies we see the most Blue Sky in Green Fields. #LithiumEquityIntelligence www.patreon.com/lithiumionrocks libull.com Not Advice. DYOR

Is 2020 Finally Going to Be the Year for Lithium? As the Roaring 20’s Lithium 3.0 begins, so too the need for 2030 Vision: * ~2Mt LCE, 1.7m new tons * 6X 2019 production * 17 new Wodginas * 68 25kta new processing plants! It takes 4-5 years and USD500M-1B+ to build, or buy &amp; build, 50% of Kidman's Mt Holland or 100% of Piedmont Lithium - 20+ year mine life, 20-25kta sustainable, world class qualified integrated project to supply ~500,000 EVs from one new and expanded USA battery plants at LG Chem, SK Innovation, Tesla and Volvo. With 2030 Vision, USA can lead North America to 400,000 tons annual production, or 20% of 2M global LCE, or 33%+ of the EV OEM-qualified market. Where from those 400,000 tons? As China refrains from further withdrawing subsidies prematurely, Tesla is once again THE story, and Europe is the New China with talk about a possible Carbon Border Tax, Sustainability is the buzzword on everyone's lips globally. It may take 60 years to reach the first million tons of demand (~2025), but we expect the next million to take around six years (~2031). New assets will be needed and an "all of the above" lithium investment strategy required - conventional rock, brine, direct lithium extraction and clay/softrock. Tune in to hear special guest Gerrit Fuelling join LithiumIonRocks co-hosts Rodney Hooper and Howard Klein recap Lithium 2.0 with 2020 Hindsight &amp; look forward with 2030 Vision. And discuss which companies we see the most Blue Sky in Green Fields. <a href="https://soundcloud.com/tags/LithiumEquityIntelligence" rel="nofollow" target="_blank">#LithiumEquityIntelligence</a> <a href="https://gate.sc/?url=http%3A%2F%2Fwww.patreon.com%2Flithiumionrocks&amp;token=50ae2-1-1579449191384" rel="nofollow" target="_blank">www.patreon.com/lithiumionrocks</a> <a href="http://libull.com" rel="nofollow" target="_blank">libull.com</a> Not Advice. DYOR

E27: Roaring 20's Lithium 3.0: 2020 Hindsight. 2030 Vision

KISSam Luke Parts 1, 2 &amp; 3 PLUS Chile Manager Ellen Lenny-Pessagno Index by Minute: 0-3 4 years since Rockwood acquisition, what has change in capital markets to so de-rate Albemarle’s multiple? 3-7 Momentum “block trade” increasing volatility &amp; creating a “Freebird” Lithium valuation. 7-10:45 Albemarle overview of its mix of business and current key valuation metrics. 11 - 19 When hydroxide demand greater than carbonate? Hydroxide to maintain its price premium to carbonate? Sustainability in Atacama, other outstanding considerations with Chile regulators. 19 – 21 Antofalla, Argentina asset vs. possibly buy. LIvent, Orocobre. High quality brownfield Kings Mountain North Carolina 21-24 Clay or geotherma projects? Nemaska. Execution by juniors, by majors 24-26 Weather. Compare Western Australia (Wodgina) and Quebec 26-31 Tianqi SQM, possibility of takeover by Tianqi/China support? 31-34:30 ALB’s lithium assets trading at “replacement value”. Why? 34:30-37 ALB vulnerable for a takeover? Insider Buying? 37 What price expectation did ALB use to ensure IRR of two times their cost of capital for $2B Wodgina investment? 37-42 Spider Web – what two most important factors for M&amp;A transaction? Rockwood - Reflections four years on acquisition logic – World Class Greenbushes, Atacama. Pivot to hydroxide from Oz rock vs. Atacama carbonate. Perspectives on Ganfeng, partnering strategies with juniors or Chinese converters. Response to Ganfeng’s strategy to take over ALB as #1 producer. Big vs. profitability. Thoughts on Quebec, North Carolina, Europe as lithium geographies. 43:30-45 Kings Mountain – “No questionthat is a World Class, World Scale Asset” Can build “Hydroxide, Carbonate or another lithium derivative around it.” North Carolina, USA. 45:15-51 Timing of ALB bond? China approval for Wodgina?  Reliability of ALB’s long-term contracts and price floors  ALB’s customer mix 51 – 53:30 From 2021 will you seek to re-enter new carbonate contracts expire? 54-60:05 Strong potential of its past producing, plain vanilla hard rock lithium mine in King's Mountain North Carolina. Update on cost position and plans at Wodgina JV with Mineral Resources and potential to buy further China conversion assets. Luke also weighs into the increasingly topical discussion about USA Security of Supply - will US follow China and EU with some level local and federal support infrastructure, coordination and incentives support to bring entire supply chain? Can ALB be strategic American supplier to GM, Ford, VW USA? 60:05-89:30 Albemarle's Chile Country manager and ex-USA diplomat Ellen Lenny Pessagno also joins Howard Klein and Rodney Hooper in Santiago at the 11th annual FastMarkets Lithium Supply &amp; Markets Conference with an update after her first nine months since joining ALB. Ellen outlines her and ALB's commitment to Sustainability while doubling the company's lithium production in Atacama and La Negra through the installation of new equipment to increase yield by 30%. And the company’s unique relationship and commitment to and employment of local indigenous populations as well as its strong relationship with CORFO and other government regulators. Ellen also shares her view on current political situation and risk/reward in Argentina. 89:30 Howard concluding comments including response to vocal ALB haters spewing “De-Worseification” and “Bad Company” epithets. Not Investment Advice. Do Your Own Research. Read Disclaimer

KISSam Luke Parts 1, 2 &amp; 3 PLUS Chile Manager Ellen Lenny-Pessagno Index by Minute: 0-3 4 years since Rockwood acquisition, what has change in capital markets to so de-rate Albemarle’s multiple? 3-7 Momentum “block trade” increasing volatility &amp; creating a “Freebird” Lithium valuation. 7-10:45 Albemarle overview of its mix of business and current key valuation metrics. 11 - 19 When hydroxide demand greater than carbonate? Hydroxide to maintain its price premium to carbonate? Sustainability in Atacama, other outstanding considerations with Chile regulators. 19 – 21 Antofalla, Argentina asset vs. possibly buy. LIvent, Orocobre. High quality brownfield Kings Mountain North Carolina 21-24 Clay or geotherma projects? Nemaska. Execution by juniors, by majors 24-26 Weather. Compare Western Australia (Wodgina) and Quebec 26-31 Tianqi SQM, possibility of takeover by Tianqi/China support? 31-34:30 ALB’s lithium assets trading at “replacement value”. Why? 34:30-37 ALB vulnerable for a takeover? Insider Buying? 37 What price expectation did ALB use to ensure IRR of two times their cost of capital for $2B Wodgina investment? 37-42 Spider Web – what two most important factors for M&amp;A transaction? Rockwood - Reflections four years on acquisition logic – World Class Greenbushes, Atacama. Pivot to hydroxide from Oz rock vs. Atacama carbonate. Perspectives on Ganfeng, partnering strategies with juniors or Chinese converters. Response to Ganfeng’s strategy to take over ALB as <a href="https://soundcloud.com/tags/1" rel="nofollow" target="_blank">#1</a> producer. Big vs. profitability. Thoughts on Quebec, North Carolina, Europe as lithium geographies. 43:30-45 Kings Mountain – “No questionthat is a World Class, World Scale Asset” Can build “Hydroxide, Carbonate or another lithium derivative around it.” North Carolina, USA. 45:15-51 Timing of ALB bond? China approval for Wodgina?  Reliability of ALB’s long-term contracts and price floors ALB’s customer mix 51 – 53:30 From 2021 will you seek to re-enter new carbonate contracts expire? 54-60:05 Strong potential of its past producing, plain vanilla hard rock lithium mine in King's Mountain North Carolina. Update on cost position and plans at Wodgina JV with Mineral Resources and potential to buy further China conversion assets. Luke also weighs into the increasingly topical discussion about USA Security of Supply - will US follow China and EU with some level local and federal support infrastructure, coordination and incentives support to bring entire supply chain? Can ALB be strategic American supplier to GM, Ford, VW USA? 60:05-89:30 Albemarle's Chile Country manager and ex-USA diplomat Ellen Lenny Pessagno also joins Howard Klein and Rodney Hooper in Santiago at the 11th annual FastMarkets Lithium Supply &amp; Markets Conference with an update after her first nine months since joining ALB. Ellen outlines her and ALB's commitment to Sustainability while doubling the company's lithium production in Atacama and La Negra through the installation of new equipment to increase yield by 30%. And the company’s unique relationship and commitment to and employment of local indigenous populations as well as its strong relationship with CORFO and other government regulators. Ellen also shares her view on current political situation and risk/reward in Argentina. 89:30 Howard concluding comments including response to vocal ALB haters spewing “De-Worseification” and “Bad Company” epithets. Not Investment Advice. Do Your Own Research. Read Disclaimer

EXCLUSIVE - BOXSET - $ALBemerica #Lithium Independence Day

1H Mr. Lithium Bull Market Scoreboard. Dead or a Livent? E18 S1 Finale: #LiTHiuMadMen. #ChangetheConversation 0:00-5:04 Introduction Howard discusses the change in conversation from price pressures to future chemical shortage. The battery arms race has begun and there’s a need to “overfund” to meet future demand. Geopolitics of Lithium. US Security of Supply. Mr Market scoreboard. Piedmont, Lithium Power International, Savannah, Infinity. 5:00-6:00. Tesla Lithium? Verbatim from Elon Musk at AGM &amp; perspective on the potential for this vertical integration from recent podcast from Tesla gurus Galieo Russell (HyperChange) &amp; Sam Korus (Ark Invest). 6-7 Chicago, Saturday in the Park. A man selling Ice Cream (Plain vaniLLa) 7 -9:30 Howard discusses Livent earnings, speciality chemicals multiples, and new discoveries/expansion - eg, Liontown, Piedmont, Carolina Tin Spodumene Belt. 9:30-13:15 Rodney discusses the 1st half and important trends to watch 13:15-15:30 Howard and Rodney discuss Europe as the new China and the OEM’s and the choices they’re making re EV’s 16:12-33 Tesla’s China factory and VW’s ability to make low prices cars. Eramet and the truth about how many projects are actually at an advanced stage. Project funding and who might get funded? Can new supply meet demand growth by the mid 2020’s? Chinese control of supply and Ganfeng’s growth strategy. What does Bacanora investment mean for Ganfeng - LAC/Thacker Pass? Will Ganfeng be welcomed to invest in #USA? Merge with LAC? Dead or a Livent? 33-54 Chris Kapsch of Loop Capital discuss Livent in detail, including its place in the supply chain and whether like Albemarle it's a base load supplier? Price target and valuation time frame and which of LTHM and ALB he likes better. Not Advice. Do your own research. Read Disclaimer.

1H Mr. Lithium Bull Market Scoreboard. Dead or a Livent? E18 S1 Finale: <a href="https://soundcloud.com/tags/LiTHiuMadMen" rel="nofollow" target="_blank">#LiTHiuMadMen</a>. <a href="https://soundcloud.com/tags/ChangetheConversation" rel="nofollow" target="_blank">#ChangetheConversation</a> 0:00-5:04 Introduction Howard discusses the change in conversation from price pressures to future chemical shortage. The battery arms race has begun and there’s a need to “overfund” to meet future demand. Geopolitics of Lithium. US Security of Supply. Mr Market scoreboard. Piedmont, Lithium Power International, Savannah, Infinity. 5:00-6:00. Tesla Lithium? Verbatim from Elon Musk at AGM &amp; perspective on the potential for this vertical integration from recent podcast from Tesla gurus Galieo Russell (HyperChange) &amp; Sam Korus (Ark Invest). 6-7 Chicago, Saturday in the Park. A man selling Ice Cream (Plain vaniLLa) 7 -9:30 Howard discusses Livent earnings, speciality chemicals multiples, and new discoveries/expansion - eg, Liontown, Piedmont, Carolina Tin Spodumene Belt. 9:30-13:15 Rodney discusses the 1st half and important trends to watch 13:15-15:30 Howard and Rodney discuss Europe as the new China and the OEM’s and the choices they’re making re EV’s 16:12-33 Tesla’s China factory and VW’s ability to make low prices cars. Eramet and the truth about how many projects are actually at an advanced stage. Project funding and who might get funded? Can new supply meet demand growth by the mid 2020’s? Chinese control of supply and Ganfeng’s growth strategy. What does Bacanora investment mean for Ganfeng - LAC/Thacker Pass? Will Ganfeng be welcomed to invest in <a href="https://soundcloud.com/tags/USA" rel="nofollow" target="_blank">#USA</a>? Merge with LAC? Dead or a Livent? 33-54 Chris Kapsch of Loop Capital discuss Livent in detail, including its place in the supply chain and whether like Albemarle it's a base load supplier? Price target and valuation time frame and which of LTHM and ALB he likes better. Not Advice. Do your own research. Read Disclaimer.

E18 S1 Finale: #LiTHiuMadMen. #ChangetheConversation

Tesla Profits &amp; Lithium Prophets As LME Week transitions toward Hotel California Benchmark Minerals Anodes/Cathodes and Deutsche Bank’s annual New York Lithium &amp; Battery Supply Chain conference, Rodney Hooper shares thoughts on profitability - Tesla Q3 and Volkswagen’s long-term expectations - BMW direct battery materials sourcing, Tianqi’s overrun at Kwinana and the math behind $12K+ battery quality lithium pricing long-term. Howard comments on North American Rock - the evolving Carolina to Quebec Hydroxide Hub - and borate/lithium plays in Western USA. And let's not forget Brien Lundin’s 45th Annual New Orleans Investment Conference Halloween Weekend at which Benchmark’s Simon Moores &amp; The BOSS Keith Phillips @PiedmontLithium will be the principal EV-angelizers of the lithium investment thematic. New Kid in Town: E3 Metals Corp (TSX-V: ETMC, CAD 10M market cap) After The (white) Gold Rush of 2016/2017, and with substantial shortages of battery quality lithium chemicals forecast by as early as 2022/23 by virtually every analyst who has examined the lithium business the longest and in greatest detail, Livent, the world’s fifth biggest producer and acknowledged technology leader, has executed their first meaningful investment outside their core resource in Argentina and processing facilities in North Carolina, China, India and the UK. Committing up to USD 5.5M with potential to convert to 19.9% ownership of E3 Metals, Livent looks to be making a low risk, potentially high reward foray to prove via a Joint Development Project that Direct Lithium Extraction/Ion-Exchange Process can commercially convert the lithium-rich Le Duc oilfield reservoir - 6.7M LCE inferred resource to date - to an initial 20,000 t battery quality lithium hydroxide production by 2023 and scale from there. In E21, “Alive-nt in Alberta: E3 LiTHiuM," LithiumIonRocks discuss with Chris Doornbos, CEO of E3 Metals the back story to this under-the-radar lithium developer, and expected milestones over the next 12-18 months and beyond on the road to potentially becoming a new, secure &amp; sustainable supplier of what Volkswagen calls the “Irreplaceable Element for the Electric Era". Podcast Index: 0 - 2:37 - Introduction 2:38 - 12: 15 - Rodney on Tesla, EU, $12K+ long-term BQ lithium price 12:16 - 24:30 - Howard on Nemaska, Piedmont, Rio Tinto, ioneer, Senator Schumer’s EV plan 24 - 50 - Q&amp;A with Chris Doornbos, CEO E3 Metals @LithiumIonBull @RodneyHooper13 libull.com www.patreon.com/lithiumionrocks Not Investment Advice. Read Disclaimer. Do Your Own Research.

Tesla Profits &amp; Lithium Prophets As LME Week transitions toward Hotel California Benchmark Minerals Anodes/Cathodes and Deutsche Bank’s annual New York Lithium &amp; Battery Supply Chain conference, Rodney Hooper shares thoughts on profitability - Tesla Q3 and Volkswagen’s long-term expectations - BMW direct battery materials sourcing, Tianqi’s overrun at Kwinana and the math behind $12K+ battery quality lithium pricing long-term. Howard comments on North American Rock - the evolving Carolina to Quebec Hydroxide Hub - and borate/lithium plays in Western USA. And let's not forget Brien Lundin’s 45th Annual New Orleans Investment Conference Halloween Weekend at which Benchmark’s Simon Moores &amp; The BOSS Keith Phillips @<a href="https://soundcloud.com/PiedmontLithium" rel="nofollow" target="_blank">PiedmontLithium</a> will be the principal EV-angelizers of the lithium investment thematic. New Kid in Town: E3 Metals Corp (TSX-V: ETMC, CAD 10M market cap) After The (white) Gold Rush of 2016/2017, and with substantial shortages of battery quality lithium chemicals forecast by as early as 2022/23 by virtually every analyst who has examined the lithium business the longest and in greatest detail, Livent, the world’s fifth biggest producer and acknowledged technology leader, has executed their first meaningful investment outside their core resource in Argentina and processing facilities in North Carolina, China, India and the UK. Committing up to USD 5.5M with potential to convert to 19.9% ownership of E3 Metals, Livent looks to be making a low risk, potentially high reward foray to prove via a Joint Development Project that Direct Lithium Extraction/Ion-Exchange Process can commercially convert the lithium-rich Le Duc oilfield reservoir - 6.7M LCE inferred resource to date - to an initial 20,000 t battery quality lithium hydroxide production by 2023 and scale from there. In E21, “Alive-nt in Alberta: E3 LiTHiuM," LithiumIonRocks discuss with Chris Doornbos, CEO of E3 Metals the back story to this under-the-radar lithium developer, and expected milestones over the next 12-18 months and beyond on the road to potentially becoming a new, secure &amp; sustainable supplier of what Volkswagen calls the “Irreplaceable Element for the Electric Era". Podcast Index: 0 - 2:37 - Introduction 2:38 - 12: 15 - Rodney on Tesla, EU, $12K+ long-term BQ lithium price 12:16 - 24:30 - Howard on Nemaska, Piedmont, Rio Tinto, ioneer, Senator Schumer’s EV plan 24 - 50 - Q&amp;A with Chris Doornbos, CEO E3 Metals @<a href="https://soundcloud.com/LithiumIonBull" rel="nofollow" target="_blank">LithiumIonBull</a> @<a href="https://soundcloud.com/RodneyHooper13" rel="nofollow" target="_blank">RodneyHooper13</a> <a href="http://libull.com" rel="nofollow" target="_blank">libull.com</a> <a href="https://gate.sc/?url=http%3A%2F%2Fwww.patreon.com%2Flithiumionrocks&amp;token=9d3e88-1-1572945421610" rel="nofollow" target="_blank">www.patreon.com/lithiumionrocks</a> Not Investment Advice. Read Disclaimer. Do Your Own Research.

E21: After The (white) Gold Rush: E3 LiTHiuM. Alive-nt in Alberta

LEAVING ARGENTINA. DECLINE OF LI PRICES IS JUST BEGINNING. Deja Vu, Hey Joe?! Lithium equities have fallen precipitously since late February 2018 as the above and similar headlines entered the public domain from a global team of research analysts at Morgan Stanley which has amongst the most extensive breadth of coverage across the EV supply chain - from mining/chemical to cathode to battery to Autos. Is the bear lithium price thesis underpinning their call correct? Or have they been “right for the wrong reasons” so far? Helplessly Hoping as back to school September begins Rodney Hooper and Howard Klein continue their Season 2, Episode 2 interview with Morgan Stanley’s Javier Martinez de Olcoz Cerdan who covers (Somebody to Love) SQM, one of the largest, lowest cost lithium suppliers and has articulated aggressive supply expansion from their world class Salar da Atacama project. Howard connected with Javier in March 2016 following SQM's 50% equity stake in Lithium America’s Cauchari-Olaroz in Argentina, an investment he looked at skeptically at the time as a ploy as SQM re-negotiated its Atacama concession with CORFO. Anyone invested in lithium shares interested in preserving their capital should have listened to Javier and the Morgan Stanley team, if not in February 2018 when they made their initial call, then perhaps in August that year, when their call on SQM exiting Argentina proved correct. As VW &amp; other German auto Lords continue to make Dieselgate amends at the Frankfurt Auto Show - less with Mercedes Benz &amp; Hippie vans and more with Taycan Porsches and ID.3s, please enjoy Part Two of Lithium-ion Rocks! 20th episode, inspired by the 50th anniversary of the legendary Woodstock concert, With a Little Help From Janis, Joe Cocker. And please also visit the Lithium-ion Rocks “tip jar”: www.patreon.com/lithiumionrocks Podcast Index: 0:00 - 1:18 - Introduction 1:19 - 8:00 - Q&amp;A European OEM need for diversity of supply, Carbon footprint of the battery supply chain, Subsidies 8:01 - 14:00 - Q&amp;A SQM supply ramp to 2025, SQM environmental 14:01 - 22:50 - Q&amp;A SQM quality of product, market share. Lithium as a global product, technology and the future 22:51 - 42.44 - Q&amp;A Price forecasts, what multiple should lithium companies trade at? Can incumbent producers meet future lithium demand? Chilean lithium market share, SQM sustainability 42:45 - end - Ending and disclaimer Not Investment Advice. Do Your Own Research For important disclosures, please see the Morgan Stanley Research Disclosure Website atwww.morganstanley.com/researchdisclosures

LEAVING ARGENTINA. DECLINE OF LI PRICES IS JUST BEGINNING. Deja Vu, Hey Joe?! Lithium equities have fallen precipitously since late February 2018 as the above and similar headlines entered the public domain from a global team of research analysts at Morgan Stanley which has amongst the most extensive breadth of coverage across the EV supply chain - from mining/chemical to cathode to battery to Autos. Is the bear lithium price thesis underpinning their call correct? Or have they been “right for the wrong reasons” so far? Helplessly Hoping as back to school September begins Rodney Hooper and Howard Klein continue their Season 2, Episode 2 interview with Morgan Stanley’s Javier Martinez de Olcoz Cerdan who covers (Somebody to Love) SQM, one of the largest, lowest cost lithium suppliers and has articulated aggressive supply expansion from their world class Salar da Atacama project. Howard connected with Javier in March 2016 following SQM's 50% equity stake in Lithium America’s Cauchari-Olaroz in Argentina, an investment he looked at skeptically at the time as a ploy as SQM re-negotiated its Atacama concession with CORFO. Anyone invested in lithium shares interested in preserving their capital should have listened to Javier and the Morgan Stanley team, if not in February 2018 when they made their initial call, then perhaps in August that year, when their call on SQM exiting Argentina proved correct. As VW &amp; other German auto Lords continue to make Dieselgate amends at the Frankfurt Auto Show - less with Mercedes Benz &amp; Hippie vans and more with Taycan Porsches and ID.3s, please enjoy Part Two of Lithium-ion Rocks! 20th episode, inspired by the 50th anniversary of the legendary Woodstock concert, With a Little Help From Janis, Joe Cocker. And please also visit the Lithium-ion Rocks “tip jar”: <a href="https://gate.sc/?url=http%3A%2F%2Fwww.patreon.com%2Flithiumionrocks&amp;token=3af5ef-1-1568304014085" rel="nofollow" target="_blank">www.patreon.com/lithiumionrocks</a> Podcast Index: 0:00 - 1:18 - Introduction 1:19 - 8:00 - Q&amp;A European OEM need for diversity of supply, Carbon footprint of the battery supply chain, Subsidies 8:01 - 14:00 - Q&amp;A SQM supply ramp to 2025, SQM environmental 14:01 - 22:50 - Q&amp;A SQM quality of product, market share. Lithium as a global product, technology and the future 22:51 - 42.44 - Q&amp;A Price forecasts, what multiple should lithium companies trade at? Can incumbent producers meet future lithium demand? Chilean lithium market share, SQM sustainability 42:45 - end - Ending and disclaimer Not Investment Advice. Do Your Own Research For important disclosures, please see the Morgan Stanley Research Disclosure Website <a href="https://gate.sc/?url=http%3A%2F%2Fatwww.morganstanley.com%2Fresearchdisclosures&amp;token=717def-1-1568304014085" rel="nofollow" target="_blank">atwww.morganstanley.com/researchdisclosures</a>

E20: Woodstock. Lithiumstock @MorganStanley Part Two

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